Healthequity, Inc.
HQY- Exchange
- Nasdaq
- Industry
- Services-Business Services, NEC
- SEC CIK
- 0001428336
In the last 90 days, Healthequity, Inc. insiders filed 0 open-market purchases and 2 sales; 501 institutions reported holding it in 13F filings for Q2 2026, worth $8.10B in total; no superinvestor holds it.
13F holders, Q1 2024
Institutional positions in Healthequity, Inc. as of Mar 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 367
- +19 vs. Q4 2023
- Shares held
- 86.6M
- +1.58M (+1.9%) vs. Q4 2023
- Total value
- $7.07B
- +$1.43B (+25.3%) vs. Q4 2023
- New holders
- 55
- 122 more added
- Sold out
- 36
- 138 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HQY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 501 | $8.10B |
| Q1 2026 | 488 | $7.21B |
| Q4 2025 | 513 | $8.16B |
| Q3 2025 | 495 | $8.38B |
| Q2 2025 | 487 | $9.56B |
| Q1 2025 | 464 | $8.20B |
| Q4 2024 | 441 | $8.66B |
| Q3 2024 | 404 | $7.25B |
| Q2 2024 | 386 | $7.59B |
| Q1 2024 | 367 | $7.07B |
| Q4 2023 | 352 | $5.66B |
| Q3 2023 | 343 | $6.41B |
| Q2 2023 | 317 | $5.35B |
| Q1 2023 | 311 | $4.99B |
| Q4 2022 | 323 | $5.14B |
| Q3 2022 | 310 | $5.76B |
| Q2 2022 | 308 | $5.14B |
| Q1 2022 | 298 | $5.64B |
| Q4 2021 | 282 | $3.61B |
| Q3 2021 | 286 | $5.23B |
| Q2 2021 | 286 | $6.78B |
| Q1 2021 | 285 | $5.61B |
Institutions, Q1 2024
Shares, value and share of portfolio for each institution holding Healthequity, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Captrust Financial Advisors | 10,482 | $855.6K | 0.00% | −1,261−10.7% | Reduced |
| PEAK6 Investments LLC | 10,442 | $852.4K | 0.04% | +10,247+5,254.9% | Added |
| Bank of Montreal | 10,231 | $844.0K | 0.00% | +1,084+11.9% | Added |
| Public Employees Retirement Association of Colorado | 10,196 | $832.0K | 0.00% | −149−1.4% | Reduced |
| Edgestream Partners, L.P. | 10,025 | $818.3K | 0.04% | +2,299+29.8% | Added |
| Campbell & CO Investment Adviser LLC | 9,886 | $807.0K | 0.07% | +1,691+20.6% | Added |
| State of Alaska, Department of Revenue | 9,306 | $759.0K | 0.01% | +55+0.6% | Added |
| Premier Fund Managers Ltd | 9,030 | $720.0K | 0.03% | −1,480−14.1% | Reduced |
| Guggenheim Capital LLC | 8,488 | $692.9K | 0.00% | +2,755+48.1% | Added |
| Pearl River Capital, LLC | 8,458 | $690.4K | 0.11% | +4,301+103.5% | Added |
| The PNC Financial Services Group, Inc. | 8,366 | $682.9K | 0.00% | −521−5.9% | Reduced |
| LMCG Investments, LLC | 8,288 | $676.5K | 0.04% | −3,550−30.0% | Reduced |
| Peterson Wealth Services | 8,224 | $671.3K | 0.24% | +8,224 | New |
| Commerce Bank | 8,173 | $667.2K | 0.00% | −265−3.1% | Reduced |
| Pathstone Holdings, LLC | 7,887 | $643.8K | 0.00% | +873+12.4% | Added |
| Exchange Traded Concepts, LLC | 7,767 | $634.0K | 0.02% | −1,180−13.2% | Reduced |
| Sheets Smith Wealth Management | 7,766 | $633.9K | 0.07% | +15+0.2% | Added |
| Sendero Wealth Management, LLC | 7,600 | $620.4K | 0.11% | 00.0% | Unchanged |
| JustInvest LLC | 7,104 | $579.9K | 0.01% | −1,794−20.2% | Reduced |
| Securian Asset Management, Inc | 7,039 | $574.6K | 0.02% | −100−1.4% | Reduced |
| Petrus Trust Company, LTA | 7,024 | $573.4K | 0.05% | −2,883−29.1% | Reduced |
| Institute for Wealth Management, LLC. | 6,769 | $552.6K | 0.07% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 6,753 | $551.2K | 0.05% | +6,753 | New |
| Blair William & Co | 6,566 | $536.0K | 0.00% | −3,292−33.4% | Reduced |
| Legato Capital Management LLC | 6,535 | $533.5K | 0.06% | +6,535 | New |
| NorthCrest Asset Manangement, LLC | 6,400 | $522.4K | 0.02% | −400−5.9% | Reduced |
| Stephens Inc | 5,862 | $478.5K | 0.01% | +128+2.2% | Added |
| Cubist Systematic Strategies, LLC | 5,732 | $467.9K | 0.01% | −4,771−45.4% | Reduced |
| Options Solutions, LLC | 5,403 | $441.0K | 0.25% | +5,403 | New |
| KLR Investment Advisors, LLC | 5,422 | $440.2K | 0.32% | −492−8.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 5,219 | $426.0K | 0.00% | +197+3.9% | Added |
| Cim Investment Mangement Inc | 5,114 | $417.5K | 0.12% | 00.0% | Unchanged |
| Scientech Research LLC | 5,053 | $412.5K | 0.22% | +5,053 | New |
| NJ State Employees Deferred Compensation Plan | 5,000 | $408.1K | 0.05% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 4,902 | $400.1K | 0.03% | −10.0% | Reduced |
| Vestcor Inc | 4,894 | $399.0K | 0.01% | −3,266−40.0% | Reduced |
| Radnor Capital Management, LLC | 4,845 | $395.0K | 0.07% | 00.0% | Unchanged |
| Profund Advisors LLC | 4,812 | $392.8K | 0.02% | +188+4.1% | Added |
| State of Wyoming | 4,768 | $389.2K | 0.06% | −2,563−35.0% | Reduced |
| Two Sigma Investments, LP | 4,760 | $388.6K | 0.00% | −21,408−81.8% | Reduced |
| Beacon Pointe Advisors, LLC | 4,672 | $381.4K | 0.00% | +318+7.3% | Added |
| Deerfield Management Company, L.P. (Series C) | 4,660 | $380.4K | 0.01% | +4,660 | New |
| AlphaMark Advisors, LLC | 4,592 | $375.0K | 0.13% | +4,592 | New |
| Metropolitan Life Insurance Co | 4,468 | $364.7K | 0.02% | −372−7.7% | Reduced |
| Ontario Teachers Pension Plan Board | 4,442 | $362.6K | 0.00% | +4,442 | New |
| Narus Financial Partners, LLC | 4,416 | $360.5K | 0.15% | −10−0.2% | Reduced |
| Corton Capital Inc. | 4,381 | $357.6K | 0.13% | −814−15.7% | Reduced |
| Belpointe Asset Management LLC | 4,225 | $344.9K | 0.03% | +4,225 | New |
| Fortis Capital Advisors, LLC | 4,225 | $344.9K | 0.15% | +4,225 | New |
| MeadowBrook Investment Advisors LLC | 4,090 | $333.9K | 0.31% | −320−7.3% | Reduced |
| Mount Yale Investment Advisors, LLC | 4,033 | $329.2K | 0.03% | −152−3.6% | Reduced |
| Bank of Nova Scotia | 3,991 | $325.7K | 0.00% | −1,922−32.5% | Reduced |
| Janney Montgomery Scott LLC | 3,970 | $324.0K | 0.00% | +855+27.4% | Added |
| City Center Advisors, LLC | 3,887 | $317.3K | 0.37% | +3,887 | New |
| Shelton Capital Management | 3,742 | $305.5K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 3,703 | $302.0K | 0.00% | +242+7.0% | Added |
| Envestnet Portfolio Solutions, Inc. | 3,541 | $289.1K | 0.00% | +43+1.2% | Added |
| Cetera Investment Advisers | 3,409 | $278.3K | 0.00% | +3,409 | New |
| Sherbrooke Park Advisers LLC | 3,375 | $275.5K | 0.05% | +3,375 | New |
| Summit Trail Advisors, LLC | 3,363 | $274.5K | 0.01% | 00.0% | Unchanged |
| David Loasby | 3,404 | $267.6K | 0.03% | +3,404 | New |
| Pinnacle Wealth Planning Services, Inc. | 3,235 | $264.1K | 0.04% | +3,235 | New |
| Advisor Group Holdings, Inc. | 3,164 | $258.3K | 0.00% | −2,875−47.6% | Reduced |
| Tower Research Capital LLC (TRC) | 3,092 | $252.4K | 0.01% | −9,023−74.5% | Reduced |
| Dakota Wealth Management | 3,003 | $245.1K | 0.01% | −264−8.1% | Reduced |
| MQS Management LLC | 2,869 | $234.2K | 0.13% | +2,869 | New |
| Shell Asset Management Co | 2,686 | $232.0K | 0.01% | +2,686 | New |
| Bessemer Group Inc | 2,838 | $231.0K | 0.00% | +457+19.2% | Added |
| Ieq Capital, LLC | 2,822 | $230.4K | 0.00% | −2,178−43.6% | Reduced |
| Farallon Capital Management, L.L.C. | 2,800 | $228.6K | 0.00% | +2,800 | New |
| Vident Advisory, LLC | 2,761 | $225.4K | 0.00% | +2,761 | New |
| Raymond James Trust N.A. | 2,721 | $222.1K | 0.01% | +2,721 | New |
| Truist Financial Corp | 2,676 | $218.4K | 0.00% | +2,676 | New |
| Nisa Investment Advisors, LLC | 2,656 | $216.8K | 0.00% | +68+2.6% | Added |
| Portside Wealth Group, LLC | 2,634 | $215.0K | 0.04% | +2,634 | New |
| Stratos Wealth Partners, LTD. | 2,622 | $214.0K | 0.00% | +2,622 | New |
| Rosenbaum Jay D. | 2,616 | $213.5K | 1.21% | +2,616 | New |
| SG Americas Securities, LLC | 2,557 | $209.0K | 0.00% | −2,256−46.9% | Reduced |
| Cresset Asset Management, LLC | 2,495 | $203.7K | 0.00% | +2,495 | New |
| Handelsinvest Investeringsforvaltning | 2,308 | $188.0K | 0.09% | −1,199−34.2% | Reduced |
| Daiwa Securities Group Inc. | 2,200 | $180.0K | 0.00% | −860−28.1% | Reduced |
| KBC Group NV | 1,873 | $153.0K | 0.00% | +292+18.5% | Added |
| Quadrant Capital Group LLC | 1,845 | $150.6K | 0.01% | +230+14.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 1,623 | $132.5K | 0.00% | −223−12.1% | Reduced |
| Natixis Investment Managers International | 1,604 | $130.9K | 0.01% | 00.0% | Unchanged |
| Headlands Technologies LLC | 1,595 | $130.2K | 0.03% | +1,595 | New |
| Ostrum Asset Management | 1,427 | $116.5K | 0.01% | +715+100.4% | Added |
| Harvest Fund Management Co., Ltd | 1,260 | $103.0K | 0.01% | +1,244+7,775.0% | Added |
| Brown Brothers Harriman & Co | 1,230 | $100.4K | 0.00% | −400−24.5% | Reduced |
| Covestor Ltd | 1,198 | $98.0K | 0.06% | +81+7.3% | Added |
| Harbor Investment Advisory, LLC | 1,167 | $95.3K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 1,108 | $90.4K | 0.00% | +132+13.5% | Added |
| First Horizon Advisors, Inc. | 849 | $69.3K | 0.00% | −3−0.4% | Reduced |
| Assetmark, Inc | 815 | $66.5K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 801 | $65.4K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 794 | $64.8K | 0.00% | +115+16.9% | Added |
| Lindbrook Capital, LLC | 698 | $57.0K | 0.01% | +129+22.7% | Added |
| Fifth Third Bancorp | 667 | $54.4K | 0.00% | +59+9.7% | Added |
| Benjamin F. Edwards & Company, Inc. | 658 | $53.0K | 0.00% | −15−2.2% | Reduced |
| Proequities, Inc. | 559 | $45.6K | 0.00% | +66+13.4% | Added |